See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,324 | $29,660-95.5% | $56,411-97.7% | $80,856-98.4% |
| Participation rate | 81.8% | 41.6%+40.2pp | 52.5%+29.4pp | 67.6%+14.2pp |
| Annual return | 12.89% | 35.23%-22.3pp | 1701.33%-1688.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $701 | $1,226-42.8% | $1,952-64.1% | $4,296-83.7% |
| Admin fee / account holder | $227 | $2,428-90.7% | $2,829-92.0% | $6,918-96.7% |